After a free personal consultation, the client's needs, objectives and risk tolerances are established.
Hourly fees are sometimes charged for smaller clients to get them started.
The following pertains to a "managed" account which represents our primary business.
The client sets up an account with a discount brokerage firm.
In some cases accounts are set up directly with a mutual fund company.
On the investment company application, the client authorizes the advisor to make trades on the account.
Under guidelines and terms set out by the client, the advisor selects investments and makes transactions on a discretionary basis for the clients benefit.
The client receives transaction confirmations directly from the brokerage or investment firm.
The client also receives statements directly from any other investment firm where accounts are held.
The advisor, Asset Management Associates, provides an easy to read quarterly report to the client.
Asset Management Associates continually monitors all client accounts and positions and adjusts them when required.
For managed accounts the advisor works with the client on an as needed basis. Fees are not charged for phone calls or meetings when required throughout the year.
Copyright 2005, Asset Management Associates PO Box 742, South Windsor, CT 06074 | tel: 860.648.1953 | fax: 860.208.8588 Website design and hosting by Nutmeg Web Service
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